Filed June 30, 2000 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
THE VANGUARD GROUP, INC.8+ years Service code 15 · EIN 23-1945930 | Recordkeeping | $87,247 |
ATLANTA CAPITAL MANAGEMENT5 years Filed as: ATLANTA CONSULTING GROUP Service code 51 · EIN 81-5358976 | Investment Mgmt Fees | $23,434 |
THE VANGUARD GROUP, INC.2 years Filed as: VANGUARD ADVISERS INC. Service code 26 · EIN 23-2811930 | Advisory (Participants) | $9,301 |
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,849 | $72,254+46.5% | $86,677+22.1% | $64,808+63.3% |
| Participation rate | 92.8% | 80.4%+12.4pp | 76.6%+16.2pp | 71.5%+21.3pp |
| Annual return | -13.88% | 392.42%-406.3pp | 35.91%-49.8pp | 32.82%-46.7pp |
| Employer contribution / active EE | $3,489 | $2,393+45.8% | $2,836+23.0% | $2,506+39.2% |
| Participant deferral / active EE | $3,947 | $4,658-15.3% | $4,656-15.2% | $4,310-8.4% |
| Admin fee / account holder | $114 | $174-34.7% | $7,493-98.5% | $188-39.5% |